Our Services
Tailored financial solutions for your business at every stage of growth. Choose the level of support that matches your needs.
Essentials
Build your financial backbone with clarity and consistency
The Essentials package is designed for early-stage businesses and lean teams that need structure, visibility, and peace of mind when it comes to their finances. We'll make sure your numbers are accurate, your books stay clean, and your monthly reports actually make sense.
Using AI-driven tools, we streamline transaction processing, automate routine reconciliations, and provide easy-to-read dashboards that give you a clear view of your financial health — without the accounting jargon. Essentials gives you the confidence to focus on building, knowing your back office is handled with precision.
Key Features
- Clean, accurate financial statements
- AI-powered transaction processing
- Monthly financial reporting
- Basic cash flow monitoring
- Simplified financial dashboards
Service Comparison
Compare our service tiers to find the right fit for your business
| Feature | Essentials | Growth Partner | Strategic Partner |
|---|---|---|---|
| Monthly Financial Statements | |||
| Transaction Processing | |||
| Basic Financial Dashboard | |||
| Dedicated Fractional CFO | |||
| Financial Forecasting | |||
| Monthly Strategy Sessions | |||
| Custom KPI Tracking | |||
| Cash Flow Management | |||
| Board & Investor Reporting | |||
| Fundraising Support | |||
| Advanced Scenario Modeling | |||
| Priority CFO Access |